cover of episode Spread Immunity - High Quality Credit Spreads

Spread Immunity - High Quality Credit Spreads

2020/11/18
logo of podcast Macro Horizons

Macro Horizons

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Shownotes Transcript

Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well as their outlook for spreads in the near and long term. Finally, they conclude by discussing recent headlines surrounding the Libor/SOFR transition, which may have significant ramifications ahead of yearend.